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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-18 |
Branch Locations
8229 Boone Blvd. Suite 305, Vienna, VA 22182 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeff Lipsey Bookkeeping Llc Dba Lipsey And Associates | Vienna | VA | 12/2013 | Present |
1) Jeff Lipsey Bookkeeping, LLC dba Lipsey and Associates. Address: 8229 Boone Blvd Suite 305, Vienna, VA 22182. Position: CEO and Founder. Start Date: 12/31/2023. Hours/month: Full Time - 160. 100% during trading hours. I manage the business of tax preparation and accounting as the lead CPA and owner of the firm. This is not an investment related business. 2) DSP Tax Strategies, LLC: member since 04/2025, service company for tax planning and advisory practice. Time spent: 1 hour per month, all during trading hours. This is not an investment related business.
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